Client and Corporate Services

Biography

Valerie is a Senior Associate based in the San Francisco office where she is responsible for providing a diversified array of business support functions. In this role, she creates financial reports, manages accounts payable, oversees office facilities and administration and provides support for special projects.  Valerie helps ensure that office resources are properly allocated and readily available to colleagues.

Prior to joining Cerity Partners, Valerie worked as an Office Supervisor at B|O|S, overseeing a variety of administrative and financial tasks and office-related activities. Before B|O|S, she was the Regional Business Administrator at Credit Suisse, where her responsibilities included facilities and project management, accounts payable, event planning, recruiting and human resources, compliance, and travel management.

Education

  • B.S. in Finance and Real Estate, San Francisco State University

Connect with Valerie

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our  Client and Corporate Services Colleagues

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.